How to delete an invoice - NextGen

Modified on Wed, 21 Feb 2024 at 04:21 PM

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

Please Note: There are ongoing updates to the Invoice and Purchase Order Header Details view. Your Header Details may look slightly different from what you see in the screenshots below.

Invoice Coders, Invoice Administrators and System Administrators can delete invoices. You must be the invoice owner, and the invoice must be in New, In Progress, Reset, or Rejected status to be deleted. 

Delete an invoice

Open the invoice, and assign yourself as the owner. Click Actions, and select Delete Invoice. 

A pop-up window will ask you to confirm your decision.

Select Delete to move the invoice to Deleted status. The invoice can still be viewed using the Global Search function. You can revive a deleted invoice by clicking Actions and Reset Invoice. 

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